Osterweis Strategic Inc.-InvOSTIX
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$11.17avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Osterweis Strategic Inc.-Inv (OSTIX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Wealthspire Advisors, LLC ($461K).
- Company
- Osterweis Strategic Inc.-Inv
- Filed as
- THE OSTERWEIS STRATEGIC INCOME FUND (Q2 2026)
- CUSIP
- 742935489
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $461K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q2 2026: 41,253 shares bought, net +41,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Wealthspire Advisors, LLC | 0.00% | New | 41,253 | $461K |
"% of holder's portfolio" is OSTIX's weight in each manager's 13F, not the share of Osterweis Strategic Inc.-Inv the manager owns.